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Kagan Cocozza Asset Management: VNQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kagan Cocozza Asset Management on VNQ, newest first. How the timeline and the estimate are built.

Kagan Cocozza Asset Management held 57,936 VNQ shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 57,936 shares
    Change vs previous 13F +4,498 shares

    3.5% of the 13F portfolio, value $5,586,808.

    13F-HR 0002063364-26-000263 filed by Kagan Cocozza Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 53,438 shares
    Change vs previous 13F +5,831 shares

    3.34% of the 13F portfolio, value $4,739,907.

    13F-HR 0002063364-26-000118 filed by Kagan Cocozza Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 47,607 shares
    Change vs previous 13F +3,952 shares

    3% of the 13F portfolio, value $4,212,778.

    13F-HR 0002063364-26-000020 filed by Kagan Cocozza Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 43,655 shares
    Change vs previous 13F +2,106 shares

    3.02% of the 13F portfolio, value $3,990,983.

    13F-HR 0002063364-25-000250 filed by Kagan Cocozza Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 41,549 shares
    Change vs previous 13F +1,424 shares

    2.84% of the 13F portfolio, value $3,700,398.

    13F-HR 0002063364-25-000129 filed by Kagan Cocozza Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 40,125 shares
    Change vs previous 13F +3,755 shares

    2.97% of the 13F portfolio, value $3,632,873.

    13F-HR 0002063364-25-000079 filed by Kagan Cocozza Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 36,370 shares
    Change vs previous 13F not available

    2.69% of the 13F portfolio, value $3,239,883.

    13F-HR 0002063364-25-000025 filed by Kagan Cocozza Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).